Business Owners - Reducing the Tax Bite - Corporate Class Investments Are a Great Option for Your Retained Earnings

posted Aug 23, 2016, 10:12 AM by Janelle deRocquigny   [ updated Aug 23, 2016, 10:12 AM ]

You work extremely hard every day to service your business, look after employees and add value to the world through the services that you provide. Your business is at a point where profits are generated every year and are sitting in your corporation as retained earnings. Eventually, these funds may be used to help support a portion of your retirement lifestyle. Like many business owners, you have been very conservative in how you've invested these funds. However, you are tired of the high marginal tax rates that you have to pay on this passive income. Are you wondering if there is an investment option that could reduce this tax bite?  As it turns out, there is such an option – corporate class investments.

Shaun Humphries Senior Financial Planning Advisor and Thomas Holmes Regional Vice President, Wealth Planning Assante Private Client, a division of CI Private Counsel LP discuss the corporate class investment structure and how it can be used to greatly reduce the tax bite on investment income within corporations.


Often business owners are so busy managing and growing their businesses that they do not take the time to deal with important long term business planning issues around business succession planning.  In particular, our practice has expertise in assisting business owners to sell their business or to successfully transition the business to the next generation.  We also help business owners develop retirement income solutions that effectively integrate their business into the retirement income planning strategies.

If you would like to meet with Shaun in order to ask questions related to your personal business situation, simply contact our office at 204.977.8022.    There is no cost for a meeting and no obligation for a follow-up if you don’t feel the need to continue the discussion.  Experience tells us that whether or not you continue your discussions with Shaun past this initial meeting, you will walk away from your conversation with “value” that more than offsets your investment of time.

More videos coming soon!

 If you would like to ensure that you are on the mailing list for our future business Owner Sessions and would also like to be on our email list for business owner updates, contact Janelle at jderocquigny@assante.com or 977-8022.